The Investor Coaching Show with Paul Winkler

Comparing an Income From Gold to a 60/40 Portfolio During Gold’s Most Successful Period in History

Paul keeps talking with people whose friends and family are taking all their money and putting it in gold or silver. Paul finally gets an advisor in the Goodlettsville office to find a time that gold actually fared well compared to stocks, then to compare taking an income from $1 million in these precious metals to a 60/40 portfolio. Listen along to hear how long it took these precious metals to stop producing an income for investors. Later in the episode, Paul talks about the financial industry trying to sneak sales pitches into investor education and how that can leave people feeling jaded and skeptical.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

How to Tell if You’re in a Market Delusion: Part 2

Today, Paul Winkler invites Jim Wood to finish their discussion on one of the most common investor traps: getting caught up in market delusions. Using the most recent examples of electric vehicles and artificial intelligence, Paul and Jim talk about how investors get caught up in the promise of new technologies, discussing how financial media outlets and markets often overestimate the initial impact of these technologies. Listen along as these two advisors share an article that outlines how people get caught up in these market “bubbles” and why that ultimately works against your retirement planning.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

How to Tell if You’re in a Market Delusion: Part 1

Today, Paul Winkler invites Jim Wood to discuss one of the most common investor traps: getting caught up in market delusions. Using the most recent examples of electric vehicles and artificial intelligence, Paul and Jim talk about how investors get caught up in the promise of new technologies, discussing how financial media outlets and markets often overestimate the initial impact of these technologies. Listen along as these two advisors share an article that outlines how people get caught up in these market “bubbles” and why that ultimately works against your retirement planning. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

A $2 Million Coal Mine Is Now Worth Almost $37 Billion in the United States?

Today, Evan shares a fascinating story this week about a man who purchased a coal mine for $2 million that might actually be the United States’ largest deposit of rare earth material — some of which China has just started restricting exports for. Listen along as Evan and Ira talk about how fast this got built into stock prices and what this may mean for making microchips or semiconductors in the United States. Later in the episode, Evan addresses a conversation he overheard on WTN between a producer and host who are worried they are never going to see a penny of social security. Evan explains what the need around funding Social Security looks like and why there is room for some optimism for Americans around this program.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Investing Doesn’t Need to Stay a Mystery

Some people work their whole lives convinced that investing is too complicated for them to understand. Today, Evan and Ira talk about an important conversation that can help people connect the basic life lessons and principles people use every day to investing principles. Listen along as these advisors work to demystify some of the investing process by talking about how planning for the future instead of predicting the future, accepting your own limits, and acknowledging uncertainty can either create stress or opportunities.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Debunking Common Myths That Hurt Your Retirement

Retirement is very different than it was 30 years ago when most employees had pensions and did not have to work as hard to make a retirement plan. Today, Ira brings an article about nine retirement myths to stop believing that could create big problems during your retirement years. Listen along to hear Evan and Ira react to some of these myths and explain why believing them isn’t the same as making a plan that fits your needs. Later in the episode, Evan expands on these ideas by sharing an article called, “The Big Question in Retirement: Who Am I Now That I’m Not Working?” 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

People Who Struggle With Money Make These Five Mistakes

Today, Evan and Ira talk about a recent conversation that Warren Buffett had about five money mistakes that people who find themselves in a habitual money struggle make. Listen along as the two advisors share their personal experiences and perspectives about these money traps and how you can avoid them and begin to relax about money.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Veterans Day Edition of The Investor Coaching Show

Today, Evan and Ira give Paul a weekend off to celebrate Veterans Day. Evan, a veteran and a relative of a serviceperson, reflects on how American laws about the freedom to own property allow all Americans to benefit from capitalism not only as consumers, but as co-owners along with executives and other investors. Listen along as these two advisors discuss why capitalism can easily be misrepresented and why other systems don’t maintain your basic property rights and freedom of choice.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Are Frivolous Lawsuits Keeping Companies From Innovating?

Today, Paul and Ira talk about the culture of people suing businesses in America just to see if they can score some cash. After seeing someone sue Panera Bread over a caffeinated lemonade drink, Paul is curious why there can’t be a penalty for losing a frivolous lawsuit in America to curb the amount of hoops businesses have to jump through to offer products to consumers. Paul and Ira jump into a conversation about some businesses that have found some creative solutions to the problems their companies face.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Speaker of the House Addresses Social Security and Medicare Changes

In the ongoing struggle to address concerns around the full-funding of Social Security and Medicare, the new speaker of the house, Mike Johnson, proposes reforms to Social Security, igniting a conversation that will likely be carried into the 2024 election. Listen along as Paul and Ira talk about the specific changes proposed, like a change in the COLA for wealthier Americans, as well as why politicians working toward a solution should always be encouraged by Americans and what kind of changes we are most likely to see. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.